Mittelman Jones Tax & Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mittelman Jones Tax & Wealth is a fee‑only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm targets trusts and individuals who hold assets in trusts, business owners, and mass‑affluent households, and its ADV reflects an initial filing with no client assets under management at this time.
The firm describes a tax‑aware investment process that integrates portfolio design with tax and legal considerations, tailoring allocations to each client’s goals, risk tolerance, time horizon, and liquidity needs. It uses a mix of fundamental, cyclical, and technical analysis and may employ mutual funds, ETFs, individual equities and bonds, and alternative investments while conducting periodic portfolio reviews.
Distinctive features include its status as a certified public accounting practice that is affiliated with an accounting firm and the dual employment of its sole owner, a structure the firm discloses as creating potential referral conflicts. The firm also offers financial planning on an hourly basis in addition to percentage‑of‑AUM investment fees and bills tax and accounting services separately, an arrangement that is less common among investment managers.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.70% $5,000,000 - $5,999,999: 0.60% $6,000,000+: 0.50%
$250 per hour for financial planning services
Account minimum: $100,000 Minimum fee: Minimum fees ranging from $2,000 to $30,000 depending on asset tier Fee-only: Financial planning services charged at $250 per hour
Main office
1495 Rymco Dr, Ste 103
Winston Salem NC 27103
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Mittelman Jones Accounting PLLC · Mittelman Jones Tax & Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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